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-0.00258800652006055 -0.00245932111298566 0.000414652978352365 -0.000478995681889563 0.00461122708684838 0.00461122708684838 0.00461122708684838 0.00461122708684838
Stock impact report

The AI Supercycle Has a New Bottleneck. 1 Growth Stock Is Positioned to Solve It. [Yahoo! Finance]

Lumentum Holdings Inc. (LITE) 
Last lumentum holdings inc. earnings: 2/4 07:30 am Check Earnings Report
Company Research Source: Yahoo! Finance
leading chipmakers like Nvidia (NASDAQ: NVDA) or hyperscalers like Microsoft . However, those AI leaders can't keep expanding without companies like Lumentum (NASDAQ: LITE) providing the optical equipment to transmit that data at blazing speeds. Over the past 12 months, Lumentum's stock has surged nearly 1,000% as more hyperscalers ramped up networking spending to break the bottlenecks for demanding AI applications. That spending spree transformed Lumentum from a struggling supplier of VSCEL chips for Apple 's Face ID features into one of the market's hottest AI stocks. It also secured a $2 billion investment and a strategic partnership from Nvidia in early March. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: Getty Images. How fast is Lumentum growing? Nvidia's GPUs can quickly train AI alg Show less Read more
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